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FLC Capital Advisors’s McDonald's MCD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$448K Sell
1,532
-100
-6% -$29.2K 0.09% 124
2025
Q1
$510K Hold
1,632
0.11% 107
2024
Q4
$473K Hold
1,632
0.11% 109
2024
Q3
$497K Hold
1,632
0.11% 102
2024
Q2
$416K Sell
1,632
-211
-11% -$53.8K 0.1% 104
2024
Q1
$520K Sell
1,843
-197
-10% -$55.5K 0.13% 92
2023
Q4
$605K Hold
2,040
0.16% 86
2023
Q3
$537K Hold
2,040
0.16% 87
2023
Q2
$609K Hold
2,040
0.18% 80
2023
Q1
$570K Hold
2,040
0.17% 87
2022
Q4
$538K Buy
2,040
+13
+0.6% +$3.43K 0.17% 89
2022
Q3
$468K Sell
2,027
-514
-20% -$119K 0.16% 99
2022
Q2
$627K Hold
2,541
0.21% 85
2022
Q1
$628K Hold
2,541
0.18% 95
2021
Q4
$681K Sell
2,541
-424
-14% -$114K 0.19% 96
2021
Q3
$715K Hold
2,965
0.21% 95
2021
Q2
$685K Hold
2,965
0.2% 96
2021
Q1
$665K Buy
2,965
+60
+2% +$13.5K 0.21% 93
2020
Q4
$623K Hold
2,905
0.21% 88
2020
Q3
$661K Sell
2,905
-200
-6% -$45.5K 0.24% 75
2020
Q2
$585K Sell
3,105
-61
-2% -$11.5K 0.23% 73
2020
Q1
$511K Buy
3,166
+1,536
+94% +$248K 0.24% 60
2019
Q4
$322K Hold
1,630
0.13% 84
2019
Q3
$350K Sell
1,630
-265
-14% -$56.9K 0.15% 76
2019
Q2
$402K Hold
1,895
0.17% 75
2019
Q1
$360K Buy
+1,895
New +$360K 0.16% 71